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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,102 | $63,845-90.4% | $81,370-92.5% | $80,959-92.5% |
| Participation rate | 96.2% | 63.9%+32.3pp | 69.5%+26.6pp | 67.7%+28.5pp |
| Annual return | 5.30% | 16.37%-11.1pp | 24.85%-19.5pp | 35.67%-30.4pp |
| Employer contribution / active EE | $1,036 | $1,980-47.7% | $2,464-57.9% | $2,757-62.4% |
| Participant deferral / active EE | $2,864 | $3,093-7.4% | $3,885-26.3% | $4,300-33.4% |
| Admin fee / account holder | $672 | $5,688-88.2% | $5,749-88.3% | $6,925-90.3% |